Multi-Family Office Services
Kuhn & Company Investment Counsel provides multi-family office services that are integrated, highly customized services to a limited number of clients. Participating families have access to a wide array of services.
These services may include:
- Preparation of consolidated personal financial reports relating to both liquid and non-liquid assets.
- Creating a customized investment strategy and management.
- Tax and estate planning
- Philanthropic advisory
- Cybersecurity and privacy risk
- Family education — strategizing and planning across multiple generations for continued prosperity.
- Facilitating lifestyle needs
- Private investment due diligence
Set your family up for the long run with Kuhn & Company Investment Counsel.